GJWM
CTRA

Gilliland Jeter Wealth Management’s Coterra Energy CTRA Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-148
Closed -$3.54K – 272
2024
Q3 		$3.54K Hold
148
– – ﹤0.01% 562
2024
Q2 		$3.95K Hold
148
– – ﹤0.01% 544
2024
Q1 		$4.13K Buy
+148
New +$3.8K ﹤0.01% 511

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gilliland Jeter Wealth Management's CTRA Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Coterra Energy (CTRA) in Q4 2024, closing a stake of 148 shares — an estimated $3.54K sold.

Gilliland Jeter Wealth Management first reported a position in CTRA in Q1 2024 and held it in 3 quarters. The position peaked at $4.13K in Q1 2024. 902 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Coterra Energy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 148 Coterra Energy shares in Q4 2024, an estimated $3.54K.
  • Gilliland Jeter Wealth Management first reported a position in Coterra Energy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Coterra Energy position peaked at $4.13K in Q1 2024.
  • 902 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.